Client Success Onboarding Specialist

About Zealie LLC

Zealie is a fast-growing Medical Billing company specializing in the Behavioral Healthcare industry. Our clients are substance use disorder treatment, addiction recovery, and mental health treatment centers that are saving lives on a daily basis. Our state of the art proprietary technology provides data analytics and revenue prediction tools to our clients to help them make strategic business decisions to grow their business. We are committed to delivering exceptional products and services to our clients and believe that our team plays a crucial role in achieving this mission. We are seeking motivated individuals with a desire to be a part of a winning team.

About the role

This position is part of the onboarding team at Zealie.  The purpose of this position is to help the onboarding team implement new clients that will be using Zealie for Boost, In-House Billing Support, or Full Service Billing.  There are numerous tasks and steps that need to be completed with each onboarding and the Onboarding Specialist is a key part of that process.  This position interacts with key Zealie Stakeholders in all areas of the company: Billing, Collections, VOB, UR, Pay Post, Payor Relations, Dev Team, and Medical Records.  There will also be some interaction with the client we are onboarding through email.  The onboarding process is a series of steps and tasks that need to be completed in a timely manner.  We have Standard Operating Procedures for the set up process that are easy to learn and follow.

Daily Onboarding Tasks:

• Send the New Client Form for new clients to fill out so we can obtain needed information which includes: program information, staff roster, in network contracts, levels of care, payer portal access, EFT set up details, license, W9, SS4, liability insurance, medical director details, NPI, correct parent and facility name, accreditations, legacy data, audit details, EHR access, capacity and other facility details, current census. 

• Update the Zion Tracker with key client information
• Update the Centralized Sheet
• Make sure we have all required documents and information from the client we are onboarding
• Coordinate needed information with Billing, Collections, VOB, UR, Pay Post, Payer Relations, Medical Records, and Boost.
• Create Kick-off meeting presentations
• Update Client Team Drive with Contact Information and agenda topics
• Ensure Onboarding Checklist items are completed during appropriate timelines
• Excellent computer skills
• Experience working in behavioral health, substance abuse or medical billing is beneficial

The onboarding team continues to evolve and in an effort to support the various departments at Zealie the onboard process and tasks continues to evolve in effort to better support the various teams at Zealie and making the implementation process as easy as possible for the client we are onboarding.